Hirschi Hart Management LLC

RIASEC Registered
Total AUM
$208K
Discretionary
$208K
100% of AUM
Avg account
$208K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
341429
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hirschi Hart Management LLC is a small, individually owned LLC that operates as a hedge fund manager and registered commodity pool/commodity trading advisor (CPO/CTA). The firm focuses on managing pooled investment vehicles for institutional clients and charges fees as a percentage of assets under management. It does not position itself as a capital allocator and is not active on ESG integration. Advisory activities are concentrated on portfolio management for pooled vehicles rather than retail or multi-state advisory platforms.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Tj Mortensen

    Principal and Managing MemberCRD 8238556

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth